KWM

Kingsview Wealth Management Portfolio holdings

AUM $5.91B
1-Year Est. Return 15.25%
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.41M
3
+$1.69M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.65M

Top Sells

1
+$3.27M
2
+$2.36M
3
+$1.14M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$982K

Sector Composition

1 Technology 9.14%
2 Healthcare 6.72%
3 Financials 6.7%
4 Industrials 6.49%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.51M 0.31%
+40,772
102
$1.51M 0.31%
+65,905
103
$1.5M 0.31%
36,678
+2,387
104
$1.5M 0.3%
43,471
+23,391
105
$1.47M 0.3%
27,457
+2,939
106
$1.45M 0.29%
42,833
+925
107
$1.44M 0.29%
+17,972
108
$1.43M 0.29%
9,156
+97
109
$1.43M 0.29%
80,703
+4,239
110
$1.41M 0.29%
8,539
+899
111
$1.39M 0.28%
15,890
+3,439
112
$1.32M 0.27%
15,584
+2,673
113
$1.32M 0.27%
23,518
-1,907
114
$1.31M 0.27%
39,735
+7,355
115
$1.3M 0.26%
7,624
+87
116
$1.3M 0.26%
8,054
+184
117
$1.27M 0.26%
9,363
+864
118
$1.27M 0.26%
17,726
+3,137
119
$1.27M 0.26%
75,614
+6,866
120
$1.26M 0.26%
21,872
+108
121
$1.26M 0.25%
6,711
+1,628
122
$1.25M 0.25%
7,192
-18,874
123
$1.21M 0.25%
17,029
+852
124
$1.19M 0.24%
+5,536
125
$1.19M 0.24%
25,730
+1,167
3 4
5
6 7